Position in MRK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,755,438
+$149,326 QoQ
Shares Held
13,661
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,681
of 3,769 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Twelve Points Wealth Management LLC holds $8,917,030 across 7 Drug Manufacturers - General names. MRK ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
11,534 | $2,929,289 | |
| 2 | MRK |
Merck & Co., Inc.
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|
13,661 | $1,755,438 | |
| 3 | ABBV |
AbbVie Inc.
|
4,906 | $1,234,545 | |
| 4 | AMGN |
Amgen Inc
|
3,235 | $1,171,458 | |
| 5 | LLY |
ELI LILLY & Co
|
925 | $1,109,472 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,793 | $479,207 | |
| 7 | PFE |
Pfizer Inc
|
9,868 | $237,621 |
All Filings in MRK
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,755,438 | 13,661 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,606,112 | 13,352 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,419,010 | 13,481 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,491,687 | 17,773 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,474,829 | 18,631 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,556,348 | 17,339 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,568,003 | 15,762 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,396,788 | 12,300 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,429,271 | 11,545 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,491,694 | 11,305 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,242,064 | 11,393 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,143,774 | 11,110 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,242,057 | 10,764 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,099,966 | 10,339 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,216,012 | 10,960 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $918,383 | 10,664 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $964,305 | 10,577 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $867,596 | 10,574 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $804,183 | 10,493 | Shares | Sole | 2022-03-18 | |
| No filing history on record for this holder in this stock. | ||||||